Director (Advisor)

1 month ago


Oakville, Canada Société Financière Manuvie Full time
p>The Opportunity:

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer, and an insurance MGA (MWISI). li>

Lead and manage a team responsible for onboarding and transitions, ensuring high performance and continuous development.Collaborate with senior leadership to align onboarding strategies with the company’s overall objectives.Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.Manage the transition process for advisors moving from other firms to Manulife Wealth, ensuring minimal disruption to their business.Monitor key performance indicators and report on the effectiveness of onboarding and transition initiatives.Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams.Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. li>Experience in managing vendor relationships.Team player with solid interpersonal and leadership skills.Strong listening, consultative, and relationship management skills.

Qualifications:

  • Bachelor’s degree in Business Administration, Finance, or a related field. li>
  • Proven leadership experience with the ability to manage and develop a high-performing team.
  • Strong understanding of wealth management products, services, and industry regulations.
  • Excellent project management skills with the ability to handle multiple priorities and deadlines.
  • Proficiency in CRM software and other relevant technology platforms.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.


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